Understanding psychological risk tolerance: Composure, confidence, and more

Financial Psychology CE Credit Sessions

Tuesday, August 1, 3:00 pm Eastern
Eligible for 1 CE CFP Board Credit

Cost: $39/advisor (free for current DataPoints customers*)

The competencies of successful investors include characteristics like composure, confidence, and judgment. 

Learn about each of these and more in this upcoming session. You’ll learn how to measure these characteristics and what each means for working with clients. 

* DataPoints customers: register on the Knowledge Base.